See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $13,762 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,877 | $91,552-39.0% | $133,956-58.3% | $79,858-30.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 27.51% | 61.85%-34.3pp | 45.09%-17.6pp | 31.71%-4.2pp |
| Employer contribution / active EE | $3,757 | $2,384+57.6% | $3,919-4.1% | $2,471+52.1% |
| Participant deferral / active EE | $11,756 | $3,733+214.9% | $5,048+132.9% | $3,740+214.3% |
| Admin fee / account holder | $141 | $6,321-97.8% | $8,927-98.4% | $5,306-97.3% |